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SPDR S&P Dividend shares owned by True Link Financial Advisors

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by True Link Financial Advisors from 13F filings

Historical chart of True Link Financial Advisors investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by True Link Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 1.5k 140.05
2025-06-30 $220k 1.6k 135.73
2025-03-31 $458k 3.4k 135.68
2024-12-31 $293k 2.2k 132.12
2024-09-30 $315k 2.2k 142.07
2024-06-30 $282k 2.2k 127.20

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Short-term Bond Etf Etf (BSV)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Dimensional Core Fixed Income Etf Etf (DFCF)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional International Value Etf Etf (DFIV)
Ishares Short Treasury Bond Etf Etf (SHV)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core Msci Europe Etf Etf (IEUR)

View all positions for True Link Financial Advisors

Top funds holding SPDR S&P Dividend

Morgan Stanley
Raymond James Financial
LPL Financial
Joel Isaacson & Co
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Ameriprise Financial
Jpmorgan Chase & Co
Envestnet Asset Management
Richard Bernstein Advisors
Commonwealth Equity Services
Bank of New York Mellon
Cetera Investment Advisers
MAI Wealth Advisors

View all funds holding SPDR S&P Dividend